Bolster your clients’ resilience with our pre-loss workshops

When a loss occurs at one of your clients’ sites, it’s usually the worst day ever for the people involved. At FM Affiliated, we’re committed to helping policyholders navigate these stresses to get back up and running as quickly as possible.

One of the most important tools we have for this is our pre-loss workshops. We use these to arm clients with a clear understanding of policy terms, ensure they have the right mitigation processes in place, and equip them with the knowledge to expedite their claims when the worst happens.

We heard loud and clear from attendees at our most recent Broker Advisory Forum that these workshops are a key part of the broker–client journey. So, this article shares how we can tailor and customize how we deliver them to ensure as many of your clients as possible can benefit from them.

Great claims experiences start before a loss occurs

FM’s complimentary pre-loss workshops aim to ensure transparency and policy wordings, so everyone knows what will happen in the event of a loss. There are many and varied benefits of attending one, depending on a client’s situation.

Our team can help you and your clients answer questions including:

• What’s covered in the policy?
• How does the policy respond depending on the scale of the loss?
• How should you prepare locations to ensure that you get the payout you expect?
• How can you partner with us to minimize any disruption and get your business back up and running ASAP?

For us, these meetings are a “win–win”. These meetings help clients to put better mitigation processes in place, streamline business recovery plans, and support great claims experiences by priming teams about what to expect.

Where we can collaborate effectively with clients to process pay-outs rapidly and minimize business interruption, we reach the best possible outcomes.

Briefings tailored to each client’s needs

We believe these workshops are an integral part of the client experience, and we want as many people as possible to benefit from them. That’s why we tailor them proactively to suit each client’s availability:

• Any location. FM can host your team at our offices, meet you at your offices, or deliver pre-loss briefings digitally via Teams. We also host dedicated educational events as part of our Broker Education Curriculum.
• Any audience. From one-to-one meetings, workshops for whole teams, or bespoke briefings for executives, we tailor our approach based on your client’s availability and who would like to attend. We can even host multiple clients with similar businesses in a single workshop.
• Any time. We can schedule full-day workshops that cover everything in depth, 15-minute downloads on crucial policy details, and everything in between. Our team will refine the meeting agenda and talking points to suit each client’s availability.

Whenever you onboard a new client with FM, scheduling one of these meetings should be viewed as a key pillar of the client experience. Be sure to encourage every new customer to book one in and reassure them that we will be responsive and flexible to their needs.

If you have a client—or collection of clients—you think could benefit from a pre-loss workshop, we’d love to hear from you. Submit a new business enquiry here and we’ll be in touch ASAP.

This is part of a series of articles FM is producing to help brokers understand the value we can provide to their commercial property insurance clients. Look out for the next post in this series for more valuable insights.